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Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17

Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17

May 16, 2022 | Blog, In The News, Policy And Taxation Group

New this year! Capitol Hill Visits, Sponsored by Family Enterprise USA/Policy and Taxation Group; Meet with members of Congress and tell them your family/private business story Creation of New Congressional Family Business Caucus to Be Announced On Capitol Hill During...
Policy and Taxation Group Names Kip Peterson to Board of Directors

Policy and Taxation Group Names Kip Peterson to Board of Directors

May 14, 2022 | Blog, In The News, Policy And Taxation Group

Kip Peterson has been named to the Policy and Taxation Group’s Board of Directors, it was announced May 12, 2022. The announcement of Peterson was made by the group’s president Pat Soldano. Policy and Taxation Group is the advocacy and lobbying arm of Family...
Truboy Ranch: Personal Experiences Show Impact Of Estate Tax

Truboy Ranch: Personal Experiences Show Impact Of Estate Tax

May 12, 2022 | Blog, California, In The News

Jeff PageHis family was hit twice by the estate tax. The first tax forced his grandmother to lease out her land for cash flow and sell all our pasturelands except the home ranch in preparation for her own passing. Location: Youtville, CABusiness: Truboy Ranch...
Why Congress is Choking Family Businesses

Why Congress is Choking Family Businesses

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
Private Placement Insurance Products

Private Placement Insurance Products

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit

Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit

May 11, 2022 | Blog, In The News, Tax Cuts, Taxes

Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the Senate Finance Committee—Andrew Grossman, Courtney Connell, Derek Theurer and Tiffany Smith—participated in a conference on tax legislation and regulatory...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

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  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
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  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
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